lithium rechargeable battery startups map 2020 investment

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Lithium Rechargeable Battery Startups Map 2020 –

Investment Opportunities

Samuel De-Leon

shmuel@sdle.co.il

www.sdle.co.il

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Potential Rechargeable Battery Technologies for Break-Through

⚫ Lithium Ion Silicon based anode

⚫ Li-Ion Solid Electrolyte

⚫ Lithium Sulfur

⚫ Lithium Metal

⚫ High Voltage Li-Ion

⚫ Li-Air

Li-Ion Battery is Fast Growing Market

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Li-Ion Battery Supply Chain

Lithium Rechargeable Battery R&D Players

• University: Stanford University, CA, USA

• Research Institute: Battelle, OH, USA

• Existing Industry Company: Murata, Japan

• Startup Company: Battrion, Switzerland

Startup definition: “A startup is a human institution

designed to create a new product or service under

conditions of extreme uncertainty.”

Lithium Rechargeable Battery Startups Business Model

A business model - explains which problem the startup

chooses to solve, why the solution works better than competing

ones or why the solution cost is better then other market

solutions.

Lithium Rechargeable Battery Startups Estimated Value

Licensing – Selling the right to use Technology IP exclusively or

to many (Lower value, Low investment)

Pilot production and licensing – Pilot production as a

technology demonstrator and licensing (Higher value, Medium

investment)

Manufacturing – All the way from technology development to

full manufacturing (Higher value, High investment)

Lithium Rechargeable Battery Startups Classification

Startups develop:

• Battery materials

Nexeon, UK - Silicon Anode

• Manufacturing Process

Nanoramic, MA, USA

• Full Li-Ion cells

Enovix, CA, USA

Lithium Rechargeable 141 Startups Market 2020

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5

7

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10

11

11

15

16

20

30

0 5 10 15 20 25 30 35

Li-Ion Zero Volt Technology

Electrode Coating

Li-Ion Current Collectors

Recycling Li-Ion cells

Lithium Air Cells

Li-Ion Separators

Li-Ion Pouch Flexible Cells

Li-Ion Electrolytes

Li-Ion Cathodes

Fast Charging Li-Ion cells

Lithium Sulfur & Lithium Metal Cells

Li-Ion Silicon Anodes cells

Li-Ion Anodes

Solid Electrolyte Li-Ion cells

* Li-ion battery materials and cells only

Lithium Rechargeable 141 Startups Market 2020 Geography

* Li-ion battery materials and cells only

96

7

6

5

4

32

22

22

1 1

1

1

11 1

1

1

USA

Korea

Israel

UK

France

Swisserland

China

Germany

Japan

Poland

Taiwan

Australia

Chezh Republlic

Denmark

Estonia

Finland

Hong-Kong

Netherlands

Norway

Russia

USA 96

Korea 7

Israel 6

UK 5

France 4

Swisserland 3

China 2

Germany 2

Japan 2

Poland 2

Taiwan 2

Australia 1

Chezh Republlic 1

Denmark 1

Estonia 1

Finland 1

Hong-Kong 1

Netherlands 1

Norway 1

Russia 1

Culture difference – USA, Kora, Israel, France encouraging startups model – Other

countries focus on Academy or Large companies' technology development

Amprius

Jenax

http://jenaxinc.com/product/batteries/

https://www.youtube.com/watch?v=CzHdew6iid0

Storedot

Enevate Corp (Si Anode – NMC Cathode)

14http://www.enevate.com/

Enovix

15http://www.enovix.com/

Li-Ion cells with 100% Silicon anode

Solid Power (Li Anode + Solid Electrolyte)

https://solidpowerbattery.com/

Prologium (Li Anode + Solid Electrolyte)

Solid Energy (Li Anode + Solid Electrolyte)

Oxis Energy (Li-Sulfur)

Sion Power (Li-Metal)

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Summary

• Lithium Rechargeable Batteries: Attractive grow market

• We found 141 different startups worldwide

• Majority of startups locate in the USA

• Solid electrolyte and silicon anode are most popular

• Some startups are in a very promising stage and deliver

cell prototypes per request

Shmuel De-Leon Energy market report: Rechargeable Lithium Battery Startups Map and Market Review 2020

Shmuel De-Leon Shmuel De-Leon Energy Ltd

www.sdle.co.ilshmuel@sdle.co.il

Information for presentation obtained by:

1. Public web sources.

2. Shmuel De-Leon Battery/Energy Sources DataBase ® (Includes 15000 cell PDF data sheets ) https://www.sdle.co.il/product/battery-database/

3. Shmuel De-Leon Energy market report: Rechargeable Lithium Battery Startups Map and Market Review 2020 - https://www.sdle.co.il/product/rechargeable-lithium-battery-startups-map-and-market-review-2019/